Wealth management system experts Touchstone has become the UK’s number one Microsoft Dynamics NAV partner following significant success since re-branding and launching its global NavOne wealth management software last year.
NavOne, powered by the latest version of Microsoft’s leading business software platform, Microsoft Dynamics NAV, is used by small to large trust and fund administration businesses, family offices and specialist practice management firms in over 25 global jurisdictions. The enterprise-wide administration and accounting system enables increased operational efficiencies and reduces administration costs.
From 1st July 2014 to date, Touchstone recorded the highest level of sales in the Microsoft UK Partner channel from amongst some 120 other Microsoft Dynamics NAV partners. Since re-branding and launching NavOne in May 2014, Touchstone has seen its client base grow by 20% having won fifteen new clients around the world in the fiduciary and asset administration sectors, totalling 650 licences.
Touchstone was also awarded ‘Technology Vendor of the year 2015’ at the CityWealth Magic Circle Awards in May, having also been the winning vendor in 2014!
Peter Le Brocq, Touchstone Managing Director, said the success was down to listening to clients’ needs and constantly improving their systems – understanding that technology should be harnessed to make lives easier, not cause stress and headaches.
‘We are really pleased with the progress made this over the last twelve months and have already hired new business consultants in Jersey and additional resources in Australia as part of our growth plans,’ he said.
‘Furthermore we have our eyes open for people with the right attitude, aptitude and pedigree to support this exciting next phase of growth for Touchstone.’
Mr Le Brocq went on to say the response to NavOne has been phenomenal with existing and new clients seeing the real benefits it brings to their businesses.
‘The strong demand for NavOne is testament to our wealth management system expertise and focus on client satisfaction, combined with Microsoft’s drive to make the world’s best software,’ he added.
‘When businesses choose NavOne they also join a community of wealth management and IT professionals who are committed to improving standards and operating practices across the industry. This is proving particularly attractive to many businesses.’
Touchstone is a Microsoft Gold Partner, with competencies in Enterprise Resource Planning and Customer Relationship Management. Its relationship with Microsoft means clients benefit from the highest level of innovation and a deep understanding of the Microsoft roadmap, as well as the support of Microsoft’s considerable Research & Development commitment to future-proof technology.
With offices in Jersey, Channel Islands, and Sydney, Australia, Touchstone is the wealth management division and a wholly owned subsidiary of the Touchstone Group, one of the largest suppliers of business software and consultancy services to mid-sized UK organisations.